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Task Table
Tasks serve as a tool for collaborating on time-bound, measurable initiatives. As a member, you will interact with tasks through your personal profile and projects. Members can be assigned tasks by the managers of the projects they are a part of. 

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Receiving Task Assignments

When a task is assigned to you, you will receive an automated email from [email protected] informing you of the new assignment.

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Viewing Your Tasks

Once assigned, you can access and view your tasks in two main areas:
  • Personal Feed: All tasks assigned to you will appear in the Feed of your profile
  • Project Feed: Within a specific project’s Feed of which you are a member, you will see your tasks associated with that project 
  • Calendar: Any task with a set start and end date will appear on your personal profile calendar and the project’s shared calendar. (To view tasks on the calendar, click the gear icon to change the default.) 

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Completing a Task

To work on and finalize an assigned task: 
1

Open the Task

From your Feed’s task list, click the arrow on the right side of the task row to open the full task details.
2

Enter Contributions

You can record several types of data depending on the task requirements:
  • Time Tracking: Note the time contributed to the task. You can add multiple rows. 
  • Reporting Data: For “Measurable Result” tasks, enter specific quantities, dates, and descriptions related to project goals.
3

Save or Finalize

  • Select “Save” to keep your progress and return to the task later.
  • Select “Mark Complete” once you have finished the work. 
Approval Process: Once marked complete, the task may be sent to the Project Managers or the Organization for review and final approval.

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FAQ

Log into your personal profile, find the “Tasks” list on your Feed tab, click the arrow on the right side of the task row to open the task, enter data, add attachments, and mark it complete when you are ready.
Task management is performed by the Project Creator (Admin) and designated Project Managers.
In most cases, newly attached Files inherit the permissions of the item they are attached to. For example, a File attached to a private discussion will generally only be visible to people who have access to that discussion. File permissions can also be reviewed and updated through the Files interface when needed. They can also be managed individually. Learn more about Privacy & Visibility.